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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,463 | $124,980-96.4% | $108,359-95.9% | $154,746-97.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 1.18% | 45.00%-43.8pp | 36.89%-35.7pp | 172.34%-171.2pp |
| Employer contribution / active EE | $269 | $2,851-90.6% | $2,399-88.8% | $4,379-93.9% |
| Participant deferral / active EE | $1,341 | $4,743-71.7% | $4,137-67.6% | $6,730-80.1% |
| Admin fee / account holder | $2,010 | $11,502-82.5% | $9,741-79.4% | $14,365-86.0% |